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Over 176 reviews for
Farmington Hills Financial Planners from people just like you.

"He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. " We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.


"I've been working with
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial" plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
life insurance. Now he provides advice for my 401k,
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
whether just starting out in your career, getting close to retirement or anywhere in between

-david G.

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Financial Advising reviews in Farmington Hills


Farmington Hills Financial Planners Provider Name Locked
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
- Robyn W.

I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
Farmington Hills Financial Planners Provider Name Locked
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
- robert O.

Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Farmington Hills Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.

Farmington Hills Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Farmington Hills Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.

He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.

They overcharged by $2079. They told me they were selling precious
Farmington Hills Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.

I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Farmington Hills Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.

I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.

All Financial Planners in Farmington Hills, MI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

AAA - Allen Park

3177 Fairlane Dr
Allen Park

AAA - Detroit W

7910 W Outer Dr

AAA - Downriver (Wyandotte)

2903 Fort St

AAA Insurance

41830 Garfield Road
Clinton Township

Affable Debt Consolidation

615 Woodward Avenue

AFS Taxsavers Inc

37895 Ann Arbor Rd

Allegiant Group Inc

189 W Clarkston Rd
Lake Orion

Allsup Inc

300 Allsup Pl



AMG Legacy Planning

10100 W Sample Rd

Bailey's Bookkeeping Service LLC

3069 Carpenter Rd

Best Choice Business

27406 Sutherland St

Boost Credit 101

3773 E Cherry Creek N Dr

Brass Ring Wealth Management

7300 Dixie Hwy


New Hudson

Calvert Planning Corp

77 E Long Lake Rd
Bloomfield Hills

Capaldi Construction Company

5559 Farmington Rd
West Bloomfield

choice Debt Consolidation

34776 Van Dyke Ave

Clear Strategy

3471 E Grand River Ave

Common Cents PC

8845 Ellis Rd

Credit Repair Detroit

1000 Woodward Ave

CVI Express Docs

24450 Evergreen St.

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Doyle & Associates PLLC

41800 W 11 Mile Rd

Dunlap Wealth Management Group

14074 Trade Center Dr

Elite Inventory, LLC

6219 Pinewood Drive


7500 E MI SR 36

Foresight Capital Management Advisors Inc

1705 Woodland Drive E

Franskoviak & Company P.C.

667 E Big Beaver Rd, Suite # 107

Freyman CPA, P.C.

40 Exchange Place


PO Box 2238

Great Lakes Mortgage Brokers, LLC

18877 W 10 Mile Road

H&B Financial Group, Inc.

24255 W 13 Mile Rd


20275 Honeysuckle Dr.

Health Benefits USA

3896 Broken Oak
White Lake

HIA Financial

111 N Wing St


3090F Pullman St

Internal Tax Resolution of Michigan

39555 Orchard Hill Place, Suite # 600

IRS Tax Help Team

1201 S Beach Blvd

Janz & Knight

300 E Long Lake Road
Bloomfield Hills

John Potrzuski and Associates, LLC

47251 Josephine Ct
Shelby Township

Kennedy Financial Group

201 W Big Beaver Rd

Lakeshore Accounting & Tax Services

16030 Michigan Ave Ste 2

Levanto Financial

5755 New King Dr

Lifetime Insurance Services

47630 Van Dyke Ave #226
Shelby Township

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

McDonald Retirement Services

2381 Fort Street

McFawn Financial Services Group LLC

340 E Big Beaver Rd

McKim's IRS Tax Lawyers

114 East Washington Street
Ann Arbor

Money Source Center

1328 South Main Street
Ann Arbor

Mos Group

101 West Big Beaver Rd., Suite 1400

Mr. Check/ Credit plus llc

24735 Van Dyke Ave
Center Line

MRPR Group

28411 Northwestern Highway

MRPR Group

28411 Northwestern Highway

Park Avenue Wealth Management, LLC

39209 Six Mile Rd

Primerica Financial Services

28221 Beck Rd

RAA Financial Services

18282 Westchester

RCR Development, LLC

PO Box 674
Keego Harbor

Reclaim Your Name FLT

19001 E. 8 Mile Road

Romeo Accountants Inc

122 W Washington St

S P Johnson Group

2025 Delaware Ave

Secure Retirement Quests

2000 Town Center

Select Insurance Group

42199 Bradner Road

Smart Tax Professional Services - CPA Firm

29200 Southfield Road Suite 112

streamline Debt Consolidation

streamline Debt Consolidation

Tandem Federal Credit Union

21043 Mound Rd

Taxation Solutions, Inc.

100 W Big Beaver Rd Ste 200, PMB #132

Tellis & Company PLLC

15 E. Kirby Street

The Affinity Group of Companies

461 S Main St

The JW Team at Royal Securities Co.

4095 Chicago Dr SW Ste 120

The Motor City IRS Tax Experts

2760 East Jefferson Avenue

The Rutan Group

21 Kercheval Ave
Grosse Pointe

tip top Debt Consolidation

322 South State Street

United Gold Direct

2945 Townsgate Road

Wm J. Cartwright, CPA

29193 Northwestern Hwy

Wolf Tax Consultants

32440 Franklin Rd

Yeo & Yeo CPAs & Business Consultants

455 E. Eisenhower Pkwy.
Ann Arbor

Yeo & Yeo CPAs & Business Consultants

691 N. Squirrel Rd.
Auburn Hills
Farmington Hills Zip Codes

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